William Chen
Richmond,BC
Summary
Looking for a financial service representative position that grows my interpersonal and problem solving skills through a working environment full of learning opportunities, individual development and comprehensive product training.
Overview
5
5
years of professional experience
Work History
Financial Services Associate
CIBC
Richmond, BC
07.2022 - 10.2023
- Associated with two IIROC licensed portfolios, liaise and work with the most senior financial planers in the largest Richmond BC banking center to ensure the execution of the planning advice.
- Processed with new account openings, day to day banking transactions, credit card applications and simple lending files (from application to funding)
- Coordinated with other departments within the firm to provide quality client service.
Client Service Representative
CIBC
Vancouver, BC
07.2021 - 07.2022
- Provided customer service support to clients in a timely and efficient manner.
- Developed strong relationships with customers through friendly interactions and problem-solving abilities.
- Demonstrated excellent listening skills and empathy towards customers' needs and concerns.
Immigration Consultant
GLOBEVISA GROUP (CANADA)
Burnaby
11.2018 - 10.2020
- Connected clients and closing deals over the phone/online webchat platform
- Answered questions and assisted client to better understand different countries' immigration project requirements
- Used knowledge in immigration field to analyze clients situation and provide proper solutions.
Education
Langara College
12.2012
Skills
- Sales Skills
- Account Management
- Banking Services Knowledge
- Financial Services
Languages
English & Mandarin
Accomplishments
- Winner of 2022 CIBC summer campaign on the most client referrals as CSR
Timeline
Financial Services Associate
CIBC
07.2022 - 10.2023
Client Service Representative
CIBC
07.2021 - 07.2022
Immigration Consultant
GLOBEVISA GROUP (CANADA)
11.2018 - 10.2020
Langara College
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